value and opportunity

Smart thoughts on jobs, technology and zero sum games

Half year review of Clark Street Value’s portfolio

Prof. Damodaran updates his Tesla case. Tesla bondholders are also less enthusiastic

Interesting comparison of Visionary CEOs and “Optimizer” CEOs

Andreessen Horowitz is starting a 300m U$ Crypto Fund

A VC explains why E-Scooter star-up Bird might not be a bubble start-up

Must See: Jim Chanos and James Grant on Short selling

Very good “10 step advise” on how to become a truely long term investor

There are still many doubts about the quality of Samsonite’s accounting

Morgan Housel on the relevance of “Long tail” outcomes

Howard Marks memo on Indexfunds, ETFs, Smart Beta and Machine Learning

Ben Evans writes about the real relevance of AI/Machine Learning

5 Examples of great annual letters to shareholders

The Brooklyn Investor with an update on JPM (and other stuff)

Muddy Waters has found a new short target with TAL Education

Real Estate so far have not been disrupted. But that may change.

Hedge Fund’s best ideas usually are the stocks they want to sell

Tim Cook interview by David Rubinstein

Amazon might enter the Home Insurance space pretty soon

A fascinating peek into world of “Crypto Influencers”

A very critical post on Tripadvisor

John Kingham (UK Valueinvestor) doesn’t like British Telecom

Morgan Housel is on a roll and is writing one great piece after another: Useful hacks

So true: Life is more than compounding money

Why Microsft paid so much for GitHub

Some pitches from Whitney Tilson’s short selling conference

Paid online marketing is addictive but often not creating any real value

A fantastic post from 25q on customer acquisition &  direct distribution models

Prof. Damodaran on how to reflect user economics in valuation

Is the next “AI winter” coming ?

Notes from the London Value Invetsing conference

A “short attack” on David EInhorn’s Greenlight Re

Mary Meeker on the “state of the internet”

Some good thoughts on short selling